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Cycle Count Scheduler

About This Solution

Keep your inventory in check with automatically generated cycle counts based on velocity, location, item criteria and frequency.

Cycle Count Scheduler by Insight Works revolutionizes inventory management for Dynamics 365 Business Central users. The app auto-generates schedules based on item velocity, location, type, and counting frequency. Alongside Advanced Inventory Count, it simplifies counts, enhances reporting, and aids in meeting compliance. With customization and automatic distribution of counts, it adjusts to counting progress and user availability, optimizing operations for single or multiple locations.


  • Increased Accuracy: Enhances inventory precision by scheduling regular cycle counts based on various critical factors. 
  • Improved Efficiency: Optimizes inventory management by automating cycle counts, freeing up resources for other tasks. 
  • Better Stock Control: Manages stock levels more effectively by identifying fast-moving items and adjusting counts accordingly. 
  • Business Insights: Offers valuable insights into inventory trends through real-time analytics, informing strategic decisions. 
  • Reduced Overstocks and Stockouts: Minimizes costly overstocks and disruptive stockouts through tailored cycle count frequencies. 
  • Time and Cost Savings: Streamlines the cycle counting process, saving time and operational costs. 
  • Effective Anomaly Detection: Swiftly detects and addresses inventory discrepancies, mitigating potential losses. 
  • Enhanced Collaboration: Facilitates team coordination with multi-user capabilities, leading to faster and more effective cycle counting. 
  • Proactive Inventory Management: Provides automated reminders for upcoming cycle counts, ensuring proactive inventory management. 
  • Customized Prioritization: Enables businesses to prioritize certain items or locations for cycle counting based on specific needs.


  • Automated Scheduling: Configures cycle counts based on item characteristics, location, velocity, and frequency. 
  • Multiple Schedules per Location: Enables defining multiple cycle count schedules for each location and specification of base and custom calendars for each schedule. 
  • Schedule Generation: Allows for manual or automatic generation of schedules via a job queue and merges count sheet configurations and sheets. 
  • Full Coverage Configuration: Provides setting of full count coverage and cycle count frequencies to determine the number of items on cycle counts within each full coverage period. 
  • Item Selection: Defines the full coverage item list with options to filter by count period codes, item/SKU card fields, item activity, and on-hand inventory status. 
  • Email Count Sheets: Automatically emails generated count sheets in PDF or Excel format. 
  • Velocity-Based Calculation: Determines cycle count intervals using inventory movement speed to optimize stock levels. 
  • Location-Specific Scheduling: Performs cycle counts depending on the location, ideal for multi-warehouse businesses. 
  • Item Criteria Filtering: Schedules cycle counts based on specific item characteristics, ensuring accuracy for important inventory. 
  • Frequency Customization: Allows for defining count frequencies per business needs, weekly, monthly, or quarterly. 
  • Real-Time Analytics: Provides up-to-the-minute reports on cycle count performance and inventory status. 
  • Integrated Notifications: Sends automated reminders about upcoming cycle counts to prevent missing schedules. 
  • Easy Prioritization: Allows setting up priority levels for cycle counts based on business needs. 
  • Exception Handling: Identifies and alerts anomalies in inventory levels for immediate correction. 
  • Multi-User Capability: Allows multiple staff members to participate in cycle counts simultaneously, speeding up processes.

Typical Users

  • Inventory Managers
  • Warehouse Supervisors
  • Supply Chain Analysts
  • Operations Managers
  • Retail Store Managers
  • Distribution Center Managers
  • E-commerce Business Owners
  • Procurement Officers
  • Logistics Coordinators

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